Ameritas Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Ameritas Advisory Services’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-570	Closed	-$21.2K	–	1977
2023 Q1	$21.2K	Buy	+570	New	+$20.9K	﹤0.01%	1618

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's PFM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2023, closing a stake of 570 shares — an estimated $21.2K sold.

Ameritas Advisory Services first reported a position in PFM in Q1 2023 and held it in 1 quarter. The position peaked at $21.2K in Q1 2023. 123 funds tracked by Wall St. Rank hold PFM as of Q2 2023.

Ameritas Advisory Services reported no remaining Invesco Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 570 Invesco Dividend Achievers ETF shares in Q2 2023, an estimated $21.2K.
Ameritas Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Invesco Dividend Achievers ETF position peaked at $21.2K in Q1 2023.
123 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.